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1,817 hedge funds and large institutions have $120B invested in Verizon in 2015 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 797 increasing their positions, 743 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $2.65B | Put options by funds: $1.36B

75% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 55

1% more funds holding

Funds holding: 1,7931,817 (+24)

7% more repeat investments, than reductions

Existing positions increased: 797 | Existing positions reduced: 743

0.6% more ownership

Funds ownership: 62.78%63.38% (+0.6%)

6% less capital invested

Capital invested by funds: $127B → $120B (-$7.07B)

10% less funds holding in top 10

Funds holding in top 10: 166150 (-16)

Holders
1,817
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
48.94%
Holding in Top 10
150
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-9.64%
% of All Funds
4.04%
New
96
Increased
797
Reduced
743
Closed
55
Calls
$2.65B
Puts
$1.36B
Net Calls
+$1.29B
Net Calls Change
+$1.61B
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1101
West Oak Capital
California
$1.68M -$39.1K -798 -2%
WAM
1102
Weatherly Asset Management
California
$1.68M -$19.9K -407 -1%
BB
1103
Busey Bank
Illinois
$1.68M -$378K -7,716 -18%
BHBT
1104
Burke & Herbert Bank & Trust
Virginia
$1.68M +$38K +777 +2%
EGA
1105
E&G Advisors
Texas
$1.67M -$39.1K -799 -2%
SACTSONJ
1106
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.67M
HFM
1107
Hartford Financial Management
Connecticut
$1.67M -$163K -3,337 -9%
AWCI
1108
Alpine Woods Capital Investors
New York
$1.66M -$9.79K -200 -0.6%
NIMI
1109
Natixis Investment Managers International
France
$1.65M -$111K -2,277 -6%
CAM
1110
CMT Asset Management
Illinois
$1.65M +$1.73M +35,309 New
CFA
1111
CT Financial Advisors
Pennsylvania
$1.64M -$50.1K -1,023 -3%
NL
1112
NWAM LLC
Washington
$1.64M +$101K +2,063 +6%
CHJWM
1113
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.64M +$3.77K +77 +0.2%
RWA
1114
Ropes Wealth Advisors
Massachusetts
$1.63M
DIA
1115
Dean Investment Associates
Ohio
$1.62M +$16.4K +334 +1%
BKA
1116
Brick & Kyle Associates
Pennsylvania
$1.62M +$52.6K +1,075 +3%
JT
1117
Jump Trading
Illinois
$1.62M +$1.7M +34,721 New
FCFC
1118
First Commonwealth Financial Corp
Pennsylvania
$1.61M -$58.2K -1,188 -3%
CCS
1119
Crosspoint Capital Strategies
California
$1.61M +$65.7K +1,343 +4%
SFSG
1120
Stearns Financial Services Group
North Carolina
$1.61M +$90.3K +1,844 +6%
CWP
1121
Capital Wealth Planning
Florida
$1.6M +$471K +9,630 +39%
CIC
1122
Cincinnati Indemnity Company
Ohio
$1.6M
DDC
1123
Daniel Devine & Co
Florida
$1.6M
FI
1124
FCM Investments
Texas
$1.59M
ST
1125
Semper Trust
Pennsylvania
$1.59M -$106K -2,175 -6%

VZ Hedge Fund Activity: Q2 2015 in Review

1,817 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2015, worth a combined $120B — down 5.6% from $127B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VZ positions and 55 closed out — a net gain of 41 holders — while 797 added to existing stakes and 743 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $190M. The largest seller was JP Morgan Chase, cutting an estimated $526M.

  • 1,817 institutional investors held Verizon (VZ) as of Q2 2015, up from 1,793 in Q1 2015.
  • Funds reported $120B of Verizon stock for Q2 2015, down 5.6% quarter-over-quarter.
  • 96 funds opened new Verizon positions in Q2 2015 and 55 closed out, a net change of +41 holders.
  • The largest Verizon buyer in Q2 2015 was Deutsche Bank, an estimated $190M added.
  • The largest Verizon seller in Q2 2015 was JP Morgan Chase, an estimated $526M sold.

Based on aggregated 13F filings for Q2 2015.